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Abbie asked how to build a dashboard showing claims by location and monthly trends. Kate provided specific instructions on using grouping and date fields and offered a dashboard-building guide.

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As at Fri 9 Oct 2026

Abbie asked how to build a dashboard showing claims by location and monthly trends. Kate provided specific instructions on using grouping and date fields and offered a dashboard-building guide.

Problem: Abbie Gaskarth wanted to create a dashboard showing claims grouped by location and monthly active claim trends but was uncertain how to use the feature.

Handling: Kate Ormerod gave direct instructions on using the 'Group by' option for location grouping and adding a separate date-based chart for time series, and provided a guide link.

Watch: Positive sign of customer investment in Growth tier dashboards feature. Abbie is building operational dashboards, indicating she sees product value. Confirm dashboard success and monitor for additional requests, which could signal readiness for upgrade or expansion.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First response (min)132

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created · Abbie Gaskarth 1 Oct 2026 11:28
Hi, I'm trying to build a dashboard that shows claims by location and the number of active claims per month. I can see how to create a basic chart but I'm struggling to group the data by location and add the time series. Is there a guide on how to do this? Thanks, Abbie
Public reply · Kate Ormerod 1 Oct 2026 13:40
Hi Abbie, Great question. In the dashboards builder, use the 'Group by' option in the chart settings and select 'Location'. For the time series, add a second chart using the 'Date' field as the x-axis. I'll send you a link to our guide on building multi-series dashboards. Let me know if you hit any issues. Kate
Status change · Kate Ormerod 5 Oct 2026 10:34
Status change · 9 Oct 2026 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Glass is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Glass is the tool that reads its data.

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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